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Our Services

Joel Smith & Associates, LLC offers a variety of services from fee-only financial plans and advisement to commission accounts.  In addition, the company partners with top national custodians, attorneys, accountants, business intermediaries and other leading professionals, building not only a customized plan, but a personalized team to facilitate extensive client services as well.

At Joel Smith & Associates, LLC, we provide expert assistance in the following areas:

For Individuals and Families:

  • Financial Planning - Determining Needs, Goals and Strategies
  • Investment Advisement - Portfolio Design and Monitoring
  • Insurance Solutions - Life, Disability and Long-Term Care
  • Annuity Investments - Fixed and Variable

For Businesses and Government:

  • Retirement - Qualified Plans and Pension Plans
  • Executive Benefits - Executive Bonus and Non-Qualified Deferred Compensation Plans
  • Company Benefits - Disability, Life, Health and Long-Term Care Insurance
  • Business Planning - Cross Purchase and Key Man Plans

For more information on how you can attain wealth and abundance, security and freedom, contact us today.